Enterprising Investor
Practical analysis for investment professionals

Philosophy


6 Reasons to Avoid Hedge Funds

Financial success depends on disciplined saving and investing, not fancy investment products and high returns.

Decades in a Week: Germany’s Fiscal Breakthrough and Its Global Impact

Does Germany's massive fiscal package mark the beginning of a lasting regime change or just another chapter in market volatility?

Are You Investing in a Fad or a Future Market Leader?

By classifying products into commodity, luxury, or hybrid models, investors can identify durable competitive advantages.

How Do Shareholder Loans and Intangible Assets Impact PE Financials?

Investment professionals must carefully consider how shareholder loans and intangible assets influence financial ratios, as these factors materially shape the post-buyout financial landscape.

Modeling Climate Risk in a Changing World

Modeling climate risk remains one of the most challenging endeavors in risk management today.

The Smartest Thing I Ever Did: Women on Life-Changing Decisions

This post highlights inspiring stories from women who took calculated risks, reshaped their lives, and redefined success on their own terms.

Embracing Opportunities: Women in Wealth Management on International Women’s Day

The opportunities for women in wealth management are abundant, driven by the demand for diverse perspectives, the changing demographics of wealth, and the push for inclusive workplace cultures.

Beyond the Marketing Pitch: Understanding Hedge Fund Risks and Returns

Hedge funds can serve as legitimate diversifiers, but blind allocation is risky. Traditional risk measures like standard deviation and correlation don’t always capture the full picture.

Retirement Readiness in Focus: Key Actions for DC Plan Success in 2025

As market conditions, workforce demographics, and regulatory landscapes evolve, continuous assessment and strategic decision-making will be key for DC plan success.

Bank Runs and Liquidity Crises: Insights from the Diamond-Dybvig Model

This blog explores the mechanics of bank runs -- why they happen even in the absence of fundamental financial distress, and how central banks can intervene to stabilize the system.